Account Management Ops Representative - Year jobs at Bank Of America in United States, Jacksonville
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
33 jobs found
20.11.2024
BOA
Bank Of America Wealth Management Client Care- Service Representative United States, Florida, Jacksonville
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested...
Performs onboarding and maintenance of accounts and reviewing required account documentation. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs basic research, follow-up...
Maintains accuracy of client portfolio using internal and external comparison tools. Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling....
Processes transactions according to established procedures and prescribed processes. Demonstrates operational discipline while handling routine and standard operational functions. Covers one or more operations functional areas, such as analyses, report...
Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures. Responds to moderately complex...
Maintains accuracy of client portfolio using internal and external comparison tools. Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling....
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
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